How to edit or update a report

You can update or edit a refinance or purchase report the same way.

From the Report

  1. Click Update & Sync Rates

  1. Click Edit Loan Details

  1. Edit the loan details in yellow
  2. Click Save as New

  1. Click Edit Loan Options

  1. Edit any field
  2. Click Update Report

The report is now updated with the new edits.

To save the updated report

  1. Click on customer icon or report icon.
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